ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 645 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $244,000 | -5.4% | 1,564 | -5.2% | 0.06% | 0.0% |
| Q4 2021 | $258,000 | +7.5% | 1,650 | 0.0% | 0.06% | -14.5% |
| Q3 2021 | $240,000 | -1.6% | 1,650 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $244,000 | +4.7% | 1,650 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $233,000 | +10.4% | 1,650 | 0.0% | 0.07% | -2.8% |
| Q4 2020 | $211,000 | -62.1% | 1,650 | -61.4% | 0.07% | -66.7% |
| Q4 2019 | $556,000 | +9.2% | 4,275 | 0.0% | 0.21% | +0.9% |
| Q3 2019 | $509,000 | +2.2% | 4,275 | 0.0% | 0.21% | +1.0% |
| Q2 2019 | $498,000 | -0.8% | 4,275 | -3.9% | 0.21% | -3.7% |
| Q1 2019 | $502,000 | +11.6% | 4,450 | 0.0% | 0.22% | -2.7% |
| Q4 2018 | $450,000 | +99.1% | 4,450 | +128.2% | 0.22% | +125.3% |
| Q3 2018 | $226,000 | +5.1% | 1,950 | 0.0% | 0.10% | -2.0% |
| Q2 2018 | $215,000 | -9.7% | 1,950 | -10.3% | 0.10% | -9.0% |
| Q1 2018 | $238,000 | -4.0% | 2,175 | 0.0% | 0.11% | -1.8% |
| Q4 2017 | $248,000 | +5.5% | 2,175 | 0.0% | 0.11% | -6.6% |
| Q3 2017 | $235,000 | +3.1% | 2,175 | 0.0% | 0.12% | -1.6% |
| Q2 2017 | $228,000 | +0.9% | 2,175 | 0.0% | 0.12% | -2.4% |
| Q1 2017 | $226,000 | +2.3% | 2,175 | 0.0% | 0.13% | -3.1% |
| Q4 2016 | $221,000 | +6.8% | 2,175 | 0.0% | 0.13% | +1.6% |
| Q3 2016 | $207,000 | 0.0% | 2,175 | -2.2% | 0.13% | -4.5% |
| Q2 2016 | $207,000 | +3.5% | 2,225 | 0.0% | 0.13% | -2.2% |
| Q1 2016 | $200,000 | +1.5% | 2,225 | 0.0% | 0.14% | -22.2% |
| Q4 2015 | $197,000 | – | 2,225 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |